Senior IFA Administrator/Junior Paraplanner
Job description
Overview: An excellent opportunity for a Senior IFA Administrator / Junior Paraplanner has arisen to join a small reputable IFA practice in Preston.
Key Skills: You will need to have worked within the Financial Services industry for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA’s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.
If not already qualified to diploma level, should be part qualified or keen to progress further.
Experience using Intelligent Office and Selectapension would put candidates at an advantage.
Key responsibilities and accountabilities:
Produce professional suitability reports
Tailoring suitability letters to individual clients
Responsible for file preparation for meetings and existing business administration
Provide specific product, provider and fund research
Assisting administrators during busy periods and working in a team environment.
Other administrative duties include:
Submit new business applications
Produce quotations
Deal with providers
Deal with clients
Chase outstanding pipeline cases
Chase outstanding fees
Hours: Mon- Friday 37.5 hours to be arranged
Job Types: Full-time, Permanent
Salary: £27,000 - £35,000.00 per year (dependent upon qualifications & experience)
Hols: 25 days plus bank holidays
Benefits:
*Company pension
Schedule:
*Monday to Friday